The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Team lift-out

2 advisors left A••••• A•• P••••••• S••••••• for V••••••• A•••••••• I•••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Clifton Lavell BooneKannapolis, NcJan 2, 2026Mar 2, 2026
Michael Paul BryantCharlotte, NcJan 2, 2026Feb 18, 2026
The rule
Registrations ended
Jan 2, 2026
Registered next
Feb 18, 2026 to Mar 2, 2026
Branch state
NC
Cities
2, most in Kannapolis, Nc
Registered there that day
1,508 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape